Monthly Archive:: February 2015

INTEL Corp. 401k Plan PSDS Scan 12-31-2014

Rogers Corp. 401k Plan PSDS Scan 12-31-2014

GE Aviation 401k Plan PSDS Scan 12-31-2014

A Family Trust Portfolio Design PSDS Scan 12-31-2014

I am still working on this portfolio and small changes were made as this next chart shows.

Edison International 401k Plan PSDS Scan 12-31-2014

Costco Wholesale 401k Plan PSDS Scan 12-31-2014

The Costco 401k Plan Trustee is now T.Rowe Price and the new Capital Preservation Portfolio replaces the old Stable Value Fund. It only has one year of Morningstar data.  In the design scan it is represented by

A Stanton & Castleton IRA Portfolio Scan 12-31-2014

Science Applications Intl. Corp. 401k PSDS Scan 12-31-2014

Effective September 27, 2013 the board of directors approved the separation of SAIC, Inc. into separate, independent, publicly traded companies. As a result the company stock in the 401k Plan no longer has 5yr market data and

Packaging Corp of America 401k PSDS Scan 12-31-2014

Boeing 401k 5% Portfolio PSDS Scan 12-31-2014

This scan only has the Boeing 401k options that have 5% or more of the Plan assets as reported in the SEC 11-k report.